Jackson Krieger

Quantitative Finance Student in Providence College\'s Honors Program

Role
Financial Planning Intern at Providence Financial Advisors, Llc
Location
Cape Elizabeth, ME, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jackson Krieger

Ambitious finance major with a passion for the intricacies of the financial world…

Experience

  1. Financial Planning Intern

    Providence Financial Advisors, Llc

    Nov 2025 — Present · Providence, RI, US

    Assist a financial advisor with day-to-day operations, including sitting in on client meetings and supporting client service needs• Build and manage Zapier automations to streamline workflows between Calendly, Redtail, and other tools• Improve internal processes by automating client intake, scheduling, and CRM activity tracking

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